True Value Company
Plan context: Truserv 401K Savings Plan
EIN 36-2099896 • Chicago, IL • 113 filings • 16 plans
Current Snapshot
Latest Year
2025
2025 Participants
1,959
2025 Assets
$245,646,077
2025 Contributions
$11,236,135
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 0 | $0 | $0 | - |
| True Value Company Disability Income and Health Plan | - | 0 | - | - | - |
| True Value Company Life Insurance Plan | - | 0 | - | - | - |
| 2024 | 4 | 1,959 | $245,646,077 | $11,236,135 | $5,736iApproximate average salary by contribution assumption: employee only about $143,391 at 4% or $95,594 at 6%; with 50% employer match about $95,594 at 4% or $63,729 at 6%; with 100% employer match about $71,696 at 4% or $47,797 at 6%. |
| Truserv 401K Savings Plan | - | 1,666 | $223,126,648 | $10,586,135 | $6,354iApproximate average salary by contribution assumption: employee only about $158,856 at 4% or $105,904 at 6%; with 50% employer match about $105,904 at 4% or $70,602 at 6%; with 100% employer match about $79,428 at 4% or $52,952 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 277 | $22,519,429 | $650,000 | $2,347iApproximate average salary by contribution assumption: employee only about $58,664 at 4% or $39,110 at 6%; with 50% employer match about $39,110 at 4% or $26,073 at 6%; with 100% employer match about $29,332 at 4% or $19,555 at 6%. |
| True Value Company Disability Income and Health Plan | - | 1,758 | - | - | - |
| True Value Company Life Insurance Plan | - | 1,959 | - | - | - |
| 2023 | 4 | 2,325 | $251,823,250 | $19,531,533 | $8,401iApproximate average salary by contribution assumption: employee only about $210,016 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,008 at 4% or $70,005 at 6%. |
| Truserv 401K Savings Plan | - | 2,121 | $228,702,258 | $18,180,333 | $8,572iApproximate average salary by contribution assumption: employee only about $214,290 at 4% or $142,860 at 6%; with 50% employer match about $142,860 at 4% or $95,240 at 6%; with 100% employer match about $107,145 at 4% or $71,430 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 336 | $23,120,992 | $1,351,200 | $4,021iApproximate average salary by contribution assumption: employee only about $100,536 at 4% or $67,024 at 6%; with 50% employer match about $67,024 at 4% or $44,683 at 6%; with 100% employer match about $50,268 at 4% or $33,512 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,325 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,325 | - | - | - |
| 2022 | 4 | 2,472 | $228,275,314 | $22,740,073 | $9,199iApproximate average salary by contribution assumption: employee only about $229,976 at 4% or $153,318 at 6%; with 50% employer match about $153,318 at 4% or $102,212 at 6%; with 100% employer match about $114,988 at 4% or $76,659 at 6%. |
| Truserv 401K Savings Plan | - | 2,232 | $204,859,961 | $17,420,673 | $7,805iApproximate average salary by contribution assumption: employee only about $195,124 at 4% or $130,083 at 6%; with 50% employer match about $130,083 at 4% or $86,722 at 6%; with 100% employer match about $97,562 at 4% or $65,041 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 382 | $23,415,353 | $5,319,400 | $13,925iApproximate average salary by contribution assumption: employee only about $348,128 at 4% or $232,086 at 6%; with 50% employer match about $232,086 at 4% or $154,724 at 6%; with 100% employer match about $174,064 at 4% or $116,043 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,472 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,472 | - | - | - |
| 2021 | 4 | 2,601 | $296,591,441 | $19,103,879 | $7,345iApproximate average salary by contribution assumption: employee only about $183,621 at 4% or $122,414 at 6%; with 50% employer match about $122,414 at 4% or $81,609 at 6%; with 100% employer match about $91,810 at 4% or $61,207 at 6%. |
| Truserv 401K Savings Plan | - | 2,271 | $267,467,592 | $18,099,879 | $7,970iApproximate average salary by contribution assumption: employee only about $199,250 at 4% or $132,833 at 6%; with 50% employer match about $132,833 at 4% or $88,556 at 6%; with 100% employer match about $99,625 at 4% or $66,417 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 462 | $29,123,849 | $1,004,000 | $2,173iApproximate average salary by contribution assumption: employee only about $54,329 at 4% or $36,219 at 6%; with 50% employer match about $36,219 at 4% or $24,146 at 6%; with 100% employer match about $27,165 at 4% or $18,110 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,601 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,386 | - | - | - |
| 2020 | 4 | 2,524 | $281,474,797 | $17,917,250 | $7,099iApproximate average salary by contribution assumption: employee only about $177,469 at 4% or $118,313 at 6%; with 50% employer match about $118,313 at 4% or $78,875 at 6%; with 100% employer match about $88,734 at 4% or $59,156 at 6%. |
| Truserv 401K Savings Plan | - | 2,336 | $249,924,201 | $17,421,944 | $7,458iApproximate average salary by contribution assumption: employee only about $186,451 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 531 | $31,550,596 | $495,306 | $933iApproximate average salary by contribution assumption: employee only about $23,319 at 4% or $15,546 at 6%; with 50% employer match about $15,546 at 4% or $10,364 at 6%; with 100% employer match about $11,660 at 4% or $7,773 at 6%. |
| True Value Company Life Insurance Plan | - | 2,524 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,253 | - | - | - |
| 2019 | 4 | 2,469 | $274,279,026 | $21,915,462 | $8,876iApproximate average salary by contribution assumption: employee only about $221,906 at 4% or $147,938 at 6%; with 50% employer match about $147,938 at 4% or $98,625 at 6%; with 100% employer match about $110,953 at 4% or $73,969 at 6%. |
| Truserv 401K Savings Plan | - | 2,240 | $239,394,784 | $18,164,462 | $8,109iApproximate average salary by contribution assumption: employee only about $202,728 at 4% or $135,152 at 6%; with 50% employer match about $135,152 at 4% or $90,101 at 6%; with 100% employer match about $101,364 at 4% or $67,576 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 650 | $34,884,242 | $3,751,000 | $5,771iApproximate average salary by contribution assumption: employee only about $144,269 at 4% or $96,179 at 6%; with 50% employer match about $96,179 at 4% or $64,120 at 6%; with 100% employer match about $72,135 at 4% or $48,090 at 6%. |
| True Value Company Life Insurance Plan | - | 2,441 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,469 | - | - | - |
| 2018 | 4 | 2,244 | $233,055,827 | $21,070,420 | $9,390iApproximate average salary by contribution assumption: employee only about $234,742 at 4% or $156,495 at 6%; with 50% employer match about $156,495 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,247 at 6%. |
| Truserv 401K Savings Plan | - | 2,195 | $201,055,631 | $19,365,420 | $8,823iApproximate average salary by contribution assumption: employee only about $220,563 at 4% or $147,042 at 6%; with 50% employer match about $147,042 at 4% or $98,028 at 6%; with 100% employer match about $110,281 at 4% or $73,521 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 730 | $32,000,196 | $1,705,000 | $2,336iApproximate average salary by contribution assumption: employee only about $58,390 at 4% or $38,927 at 6%; with 50% employer match about $38,927 at 4% or $25,951 at 6%; with 100% employer match about $29,195 at 4% or $19,463 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,110 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,244 | - | - | - |
| 2017 | 4 | 2,304 | $259,075,159 | $18,482,949 | $8,022iApproximate average salary by contribution assumption: employee only about $200,553 at 4% or $133,702 at 6%; with 50% employer match about $133,702 at 4% or $89,135 at 6%; with 100% employer match about $100,276 at 4% or $66,851 at 6%. |
| Truserv 401K Savings Plan | - | 2,281 | $219,077,884 | $16,942,949 | $7,428iApproximate average salary by contribution assumption: employee only about $185,697 at 4% or $123,798 at 6%; with 50% employer match about $123,798 at 4% or $82,532 at 6%; with 100% employer match about $92,848 at 4% or $61,899 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 813 | $39,997,275 | $1,540,000 | $1,894iApproximate average salary by contribution assumption: employee only about $47,355 at 4% or $31,570 at 6%; with 50% employer match about $31,570 at 4% or $21,047 at 6%; with 100% employer match about $23,678 at 4% or $15,785 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,304 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,304 | - | - | - |
| 2016 | 4 | 2,289 | $232,384,746 | $16,617,055 | $7,260iApproximate average salary by contribution assumption: employee only about $181,488 at 4% or $120,992 at 6%; with 50% employer match about $120,992 at 4% or $80,661 at 6%; with 100% employer match about $90,744 at 4% or $60,496 at 6%. |
| Truserv 401K Savings Plan | - | 2,246 | $191,354,038 | $15,517,055 | $6,909iApproximate average salary by contribution assumption: employee only about $172,719 at 4% or $115,146 at 6%; with 50% employer match about $115,146 at 4% or $76,764 at 6%; with 100% employer match about $86,359 at 4% or $57,573 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 888 | $41,030,708 | $1,100,000 | $1,239iApproximate average salary by contribution assumption: employee only about $30,968 at 4% or $20,646 at 6%; with 50% employer match about $20,646 at 4% or $13,764 at 6%; with 100% employer match about $15,484 at 4% or $10,323 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,214 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,289 | - | - | - |
| 2015 | 4 | 2,292 | $230,344,173 | $16,987,591 | $7,412iApproximate average salary by contribution assumption: employee only about $185,292 at 4% or $123,528 at 6%; with 50% employer match about $123,528 at 4% or $82,352 at 6%; with 100% employer match about $92,646 at 4% or $61,764 at 6%. |
| Truserv 401K Savings Plan | - | 1,576 | $184,267,316 | $16,987,591 | $10,779iApproximate average salary by contribution assumption: employee only about $269,473 at 4% or $179,649 at 6%; with 50% employer match about $179,649 at 4% or $119,766 at 6%; with 100% employer match about $134,737 at 4% or $89,824 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 991 | $46,076,857 | - | - |
| True Value Company Disability Income and Health Plan | - | 2,292 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,292 | - | - | - |
| 2014 | 4 | 2,395 | $264,163,114 | $20,511,615 | $8,564iApproximate average salary by contribution assumption: employee only about $214,109 at 4% or $142,739 at 6%; with 50% employer match about $142,739 at 4% or $95,159 at 6%; with 100% employer match about $107,054 at 4% or $71,370 at 6%. |
| Truserv 401K Savings Plan | - | 2,360 | $203,312,900 | $15,511,615 | $6,573iApproximate average salary by contribution assumption: employee only about $164,318 at 4% or $109,545 at 6%; with 50% employer match about $109,545 at 4% or $73,030 at 6%; with 100% employer match about $82,159 at 4% or $54,773 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,239 | $60,850,214 | $5,000,000 | $4,036iApproximate average salary by contribution assumption: employee only about $100,888 at 4% or $67,259 at 6%; with 50% employer match about $67,259 at 4% or $44,839 at 6%; with 100% employer match about $50,444 at 4% or $33,629 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,395 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,395 | - | - | - |
| 2013 | 4 | 2,325 | $254,796,102 | $16,870,311 | $7,256iApproximate average salary by contribution assumption: employee only about $181,401 at 4% or $120,934 at 6%; with 50% employer match about $120,934 at 4% or $80,623 at 6%; with 100% employer match about $90,701 at 4% or $60,467 at 6%. |
| Truserv 401K Savings Plan | - | 2,325 | $194,453,810 | $15,260,311 | $6,564iApproximate average salary by contribution assumption: employee only about $164,089 at 4% or $109,393 at 6%; with 50% employer match about $109,393 at 4% or $72,929 at 6%; with 100% employer match about $82,045 at 4% or $54,696 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,385 | $60,342,292 | $1,610,000 | $1,162iApproximate average salary by contribution assumption: employee only about $29,061 at 4% or $19,374 at 6%; with 50% employer match about $19,374 at 4% or $12,916 at 6%; with 100% employer match about $14,531 at 4% or $9,687 at 6%. |
| True Value Company Life Insurance Plan | - | 2,268 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,268 | - | - | - |
| 2012 | 4 | 2,342 | $234,984,935 | $17,486,690 | $7,467iApproximate average salary by contribution assumption: employee only about $186,664 at 4% or $124,443 at 6%; with 50% employer match about $124,443 at 4% or $82,962 at 6%; with 100% employer match about $93,332 at 4% or $62,221 at 6%. |
| Truserv 401K Savings Plan | - | 2,342 | $170,235,451 | $14,551,690 | $6,213iApproximate average salary by contribution assumption: employee only about $155,334 at 4% or $103,556 at 6%; with 50% employer match about $103,556 at 4% or $69,037 at 6%; with 100% employer match about $77,667 at 4% or $51,778 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,514 | $64,749,484 | $2,935,000 | $1,939iApproximate average salary by contribution assumption: employee only about $48,464 at 4% or $32,310 at 6%; with 50% employer match about $32,310 at 4% or $21,540 at 6%; with 100% employer match about $24,232 at 4% or $16,155 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,176 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,171 | - | - | - |
| 2011 | 4 | 2,502 | $214,070,148 | $19,310,118 | $7,718iApproximate average salary by contribution assumption: employee only about $192,947 at 4% or $128,631 at 6%; with 50% employer match about $128,631 at 4% or $85,754 at 6%; with 100% employer match about $96,473 at 4% or $64,316 at 6%. |
| Truserv 401K Savings Plan | - | 2,378 | $152,819,624 | $13,815,118 | $5,810iApproximate average salary by contribution assumption: employee only about $145,239 at 4% or $96,826 at 6%; with 50% employer match about $96,826 at 4% or $64,551 at 6%; with 100% employer match about $72,619 at 4% or $48,413 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,620 | $61,250,524 | $5,495,000 | $3,392iApproximate average salary by contribution assumption: employee only about $84,799 at 4% or $56,533 at 6%; with 50% employer match about $56,533 at 4% or $37,689 at 6%; with 100% employer match about $42,400 at 4% or $28,266 at 6%. |
| True Value Company Life Insurance Plan | - | 2,502 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,396 | - | - | - |
| 2010 | 5 | 2,434 | $215,183,003 | $17,697,841 | $7,271iApproximate average salary by contribution assumption: employee only about $181,777 at 4% or $121,185 at 6%; with 50% employer match about $121,185 at 4% or $80,790 at 6%; with 100% employer match about $90,889 at 4% or $60,592 at 6%. |
| Truserv 401K Savings Plan | - | 2,434 | $152,897,672 | $13,752,841 | $5,650iApproximate average salary by contribution assumption: employee only about $141,258 at 4% or $94,172 at 6%; with 50% employer match about $94,172 at 4% or $62,781 at 6%; with 100% employer match about $70,629 at 4% or $47,086 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,734 | $62,285,331 | $3,945,000 | $2,275iApproximate average salary by contribution assumption: employee only about $56,877 at 4% or $37,918 at 6%; with 50% employer match about $37,918 at 4% or $25,279 at 6%; with 100% employer match about $28,439 at 4% or $18,959 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 0 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,116 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,339 | - | - | - |
| 2009 | 5 | 2,419 | $191,776,523 | $18,889,295 | $7,809iApproximate average salary by contribution assumption: employee only about $195,218 at 4% or $130,145 at 6%; with 50% employer match about $130,145 at 4% or $86,764 at 6%; with 100% employer match about $97,609 at 4% or $65,073 at 6%. |
| Truserv 401K Savings Plan | - | 2,419 | $133,685,869 | $13,889,295 | $5,742iApproximate average salary by contribution assumption: employee only about $143,544 at 4% or $95,696 at 6%; with 50% employer match about $95,696 at 4% or $63,797 at 6%; with 100% employer match about $71,772 at 4% or $47,848 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 1,854 | $58,090,654 | $5,000,000 | $2,697iApproximate average salary by contribution assumption: employee only about $67,422 at 4% or $44,948 at 6%; with 50% employer match about $44,948 at 4% or $29,965 at 6%; with 100% employer match about $33,711 at 4% or $22,474 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 549 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,175 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,405 | - | - | - |
| 2008 | 5 | 2,564 | $155,872,492 | $21,994,301 | $8,578iApproximate average salary by contribution assumption: employee only about $214,453 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,312 at 6%; with 100% employer match about $107,227 at 4% or $71,484 at 6%. |
| Truserv 401K Savings Plan | - | 2,529 | $106,818,695 | $14,994,301 | $5,929iApproximate average salary by contribution assumption: employee only about $148,224 at 4% or $98,816 at 6%; with 50% employer match about $98,816 at 4% or $65,877 at 6%; with 100% employer match about $74,112 at 4% or $49,408 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,034 | $49,053,797 | $7,000,000 | $3,441iApproximate average salary by contribution assumption: employee only about $86,037 at 4% or $57,358 at 6%; with 50% employer match about $57,358 at 4% or $38,239 at 6%; with 100% employer match about $43,019 at 4% or $28,679 at 6%. |
| True Value Company Life Insurance Plan | - | 2,564 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,549 | - | - | - |
| Cotter & Company Member Health Insrance Program | - | 598 | - | - | - |
| 2007 | 5 | 2,607 | $217,275,988 | $14,871,427 | $5,704iApproximate average salary by contribution assumption: employee only about $142,611 at 4% or $95,074 at 6%; with 50% employer match about $95,074 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%. |
| Truserv 401K Savings Plan | - | 2,500 | $147,184,842 | $13,871,427 | $5,549iApproximate average salary by contribution assumption: employee only about $138,714 at 4% or $92,476 at 6%; with 50% employer match about $92,476 at 4% or $61,651 at 6%; with 100% employer match about $69,357 at 4% or $46,238 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,182 | $70,091,146 | $1,000,000 | $458iApproximate average salary by contribution assumption: employee only about $11,457 at 4% or $7,638 at 6%; with 50% employer match about $7,638 at 4% or $5,092 at 6%; with 100% employer match about $5,729 at 4% or $3,819 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,565 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,607 | - | - | - |
| Cotter & Company Member Health Insrance Program | - | 609 | - | - | - |
| 2006 | 4 | 2,836 | $209,034,881 | $15,167,161 | $5,348iApproximate average salary by contribution assumption: employee only about $133,702 at 4% or $89,135 at 6%; with 50% employer match about $89,135 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,567 at 6%. |
| Truserv 401K Savings Plan | - | 2,836 | $137,646,144 | $10,167,161 | $3,585iApproximate average salary by contribution assumption: employee only about $89,626 at 4% or $59,751 at 6%; with 50% employer match about $59,751 at 4% or $39,834 at 6%; with 100% employer match about $44,813 at 4% or $29,875 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,430 | $71,388,737 | $5,000,000 | $2,058iApproximate average salary by contribution assumption: employee only about $51,440 at 4% or $34,294 at 6%; with 50% employer match about $34,294 at 4% or $22,862 at 6%; with 100% employer match about $25,720 at 4% or $17,147 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 729 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,644 | - | - | - |
| 2005 | 5 | 2,948 | $200,728,239 | $34,501,328 | $11,703iApproximate average salary by contribution assumption: employee only about $292,582 at 4% or $195,055 at 6%; with 50% employer match about $195,055 at 4% or $130,037 at 6%; with 100% employer match about $146,291 at 4% or $97,527 at 6%. |
| Truserv 401K Savings Plan | - | 2,948 | $131,413,738 | $10,503,969 | $3,563iApproximate average salary by contribution assumption: employee only about $89,077 at 4% or $59,385 at 6%; with 50% employer match about $59,385 at 4% or $39,590 at 6%; with 100% employer match about $44,539 at 4% or $29,692 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,376 | $69,202,092 | $2,800,000 | $1,178iApproximate average salary by contribution assumption: employee only about $29,461 at 4% or $19,641 at 6%; with 50% employer match about $19,641 at 4% or $13,094 at 6%; with 100% employer match about $14,731 at 4% or $9,820 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,281 | $112,409 | $21,197,359 | $9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,884 at 6%; with 50% employer match about $154,884 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 762 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,584 | - | - | - |
| 2004 | 6 | 2,774 | $322,442,829 | $46,806,464 | $16,873iApproximate average salary by contribution assumption: employee only about $421,832 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,611 at 6%. |
| Truserv 401K Savings Plan | - | 2,774 | $125,920,180 | $8,488,890 | $3,060iApproximate average salary by contribution assumption: employee only about $76,504 at 4% or $51,003 at 6%; with 50% employer match about $51,003 at 4% or $34,002 at 6%; with 100% employer match about $38,252 at 4% or $25,501 at 6%. |
| Truserv 401K Savings Plan | - | 2,774 | $125,920,180 | $8,488,890 | $3,060iApproximate average salary by contribution assumption: employee only about $76,504 at 4% or $51,003 at 6%; with 50% employer match about $51,003 at 4% or $34,002 at 6%; with 100% employer match about $38,252 at 4% or $25,501 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,449 | $70,246,530 | $7,300,000 | $2,981iApproximate average salary by contribution assumption: employee only about $74,520 at 4% or $49,680 at 6%; with 50% employer match about $49,680 at 4% or $33,120 at 6%; with 100% employer match about $37,260 at 4% or $24,840 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,336 | $355,939 | $22,528,684 | $9,644iApproximate average salary by contribution assumption: employee only about $241,103 at 4% or $160,735 at 6%; with 50% employer match about $160,735 at 4% or $107,157 at 6%; with 100% employer match about $120,552 at 4% or $80,368 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 960 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,621 | - | - | - |
| 2003 | 5 | 2,686 | $180,907,106 | $28,281,057 | $10,529iApproximate average salary by contribution assumption: employee only about $263,227 at 4% or $175,484 at 6%; with 50% employer match about $175,484 at 4% or $116,990 at 6%; with 100% employer match about $131,613 at 4% or $87,742 at 6%. |
| Truserv 401K Savings Plan | - | 2,686 | $117,246,283 | $9,099,010 | $3,388iApproximate average salary by contribution assumption: employee only about $84,689 at 4% or $56,459 at 6%; with 50% employer match about $56,459 at 4% or $37,640 at 6%; with 100% employer match about $42,345 at 4% or $28,230 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,623 | $63,012,867 | $3,858,000 | $1,471iApproximate average salary by contribution assumption: employee only about $36,771 at 4% or $24,514 at 6%; with 50% employer match about $24,514 at 4% or $16,343 at 6%; with 100% employer match about $18,385 at 4% or $12,257 at 6%. |
| True Value Company Disability Income and Health Plan | - | 2,350 | $647,956 | $15,324,047 | $6,521iApproximate average salary by contribution assumption: employee only about $163,022 at 4% or $108,681 at 6%; with 50% employer match about $108,681 at 4% or $72,454 at 6%; with 100% employer match about $81,511 at 4% or $54,341 at 6%. |
| Cotter & Company Member Health Insrance Program | - | 962 | - | - | - |
| True Value Company Life Insurance Plan | - | 2,564 | - | - | - |
| 2002 | 5 | 3,976 | $158,502,219 | $29,347,176 | $7,381iApproximate average salary by contribution assumption: employee only about $184,527 at 4% or $123,018 at 6%; with 50% employer match about $123,018 at 4% or $82,012 at 6%; with 100% employer match about $92,264 at 4% or $61,509 at 6%. |
| Truserv 401K Savings Plan | - | 2,997 | $101,166,877 | $9,107,249 | $3,039iApproximate average salary by contribution assumption: employee only about $75,970 at 4% or $50,646 at 6%; with 50% employer match about $50,646 at 4% or $33,764 at 6%; with 100% employer match about $37,985 at 4% or $25,323 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 2,698 | $57,335,342 | $20,239,927 | $7,502iApproximate average salary by contribution assumption: employee only about $187,546 at 4% or $125,030 at 6%; with 50% employer match about $125,030 at 4% or $83,354 at 6%; with 100% employer match about $93,773 at 4% or $62,515 at 6%. |
| True Value Company Life Insurance Plan | - | 3,976 | - | - | - |
| Cotter & Company Member Health Insrance Program | - | 1,612 | - | - | - |
| True Value Company Disability Income and Health Plan | - | 2,557 | - | - | - |
| 2001 | 5 | 5,095 | $178,189,726 | $35,748,251 | $7,016iApproximate average salary by contribution assumption: employee only about $175,408 at 4% or $116,939 at 6%; with 50% employer match about $116,939 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%. |
| Truserv 401K Savings Plan | - | 3,634 | $123,662,087 | $6,815,609 | $1,876iApproximate average salary by contribution assumption: employee only about $46,888 at 4% or $31,259 at 6%; with 50% employer match about $31,259 at 4% or $20,839 at 6%; with 100% employer match about $23,444 at 4% or $15,629 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 3,215 | $54,527,639 | - | - |
| True Value Company Disability Income and Health Plan | - | 0 | - | $28,932,642 | - |
| True Value Company Life Insurance Plan | - | 4,655 | - | - | - |
| Cotter & Company Member Health Insrance Program | - | 5,095 | - | - | - |
| 2000 | 1 | 4,413 | $0 | $0 | - |
| Cotter & Company Member Health Insrance Program | - | 4,413 | - | - | - |
| 1999 | 4 | 6,644 | $362,233,009 | $12,908,589 | $1,943iApproximate average salary by contribution assumption: employee only about $48,572 at 4% or $32,382 at 6%; with 50% employer match about $32,382 at 4% or $21,588 at 6%; with 100% employer match about $24,286 at 4% or $16,191 at 6%. |
| Truserv 401K Savings Plan | - | 4,176 | $181,300,826 | $12,908,589 | $3,091iApproximate average salary by contribution assumption: employee only about $77,278 at 4% or $51,519 at 6%; with 50% employer match about $51,519 at 4% or $34,346 at 6%; with 100% employer match about $38,639 at 4% or $25,759 at 6%. |
| Truserv Corporation Defined Lump Sum Plan | - | 3,693 | $180,932,183 | - | - |
| Cotter & Company Member Health Insrance Program | - | 6,644 | - | - | - |
| True Value Company Life Insurance Plan | - | 0 | - | - | - |